See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,219 | $106,515-64.1% | $96,683-60.5% | $139,434-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 168.77% | 38.43%+130.3pp | 35.69%+133.1pp | 372.94%-204.2pp |
| Employer contribution / active EE | $2,233 | $4,103-45.6% | $3,737-40.2% | $4,751-53.0% |
| Participant deferral / active EE | $7,623 | $5,454+39.8% | $4,878+56.3% | $6,710+13.6% |
| Admin fee / account holder | $1,646 | $7,877-79.1% | $6,730-75.5% | $11,403-85.6% |